Medtronic plc
MDT- Exchange
- NYSE
- Industry
- Electromedical & Electrotherapeutic Apparatus
- SEC CIK
- 0001613103
In the last 90 days, Medtronic plc insiders filed 0 open-market purchases and 2 sales; 2,149 institutions reported holding it in 13F filings for Q2 2026, worth $86.8B in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Medtronic plc as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,149
- 0 vs. Q1 2025
- Shares held
- 1.08B
- +6.88M (+0.6%) vs. Q1 2025
- Total value
- $94.6B
- −$2.09B (−2.2%) vs. Q1 2025
- New holders
- 147
- 884 more added
- Sold out
- 147
- 877 more reduced
29 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MDT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $119.8B |
| Q4 2021 | 2,072 | $112.1B |
| Q3 2021 | 2,038 | $135.6B |
| Q2 2021 | 2,016 | $135.1B |
| Q1 2021 | 1,988 | $128.9B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| United Community Bank | 26,537 | $2.31M | 0.79% | −150−0.6% | Reduced |
| Zhang Financial LLC | 26,655 | $2.32M | 0.11% | +2,086+8.5% | Added |
| Ossiam | 26,673 | $2.33M | 0.03% | −7,981−23.0% | Reduced |
| Stonebrook Private Inc. | 26,732 | $2.33M | 0.54% | +303+1.1% | Added |
| Lincoln Capital Corp | 26,782 | $2.33M | 0.90% | −308−1.1% | Reduced |
| Creative Financial Designs Inc | 26,903 | $2.35M | 0.17% | +997+3.8% | Added |
| First Citizens Bank & Trust Co | 27,004 | $2.35M | 0.04% | −8,668−24.3% | Reduced |
| Evercore Wealth Management, LLC | 27,079 | $2.36M | 0.04% | +1,558+6.1% | Added |
| APG Asset Management US Inc. | 26,664 | $2.37M | 0.02% | +26,664 | New |
| Proactive Wealth Strategies LLC | 27,168 | $2.37M | 1.12% | −1,205−4.2% | Reduced |
| Parsons Capital Management Inc | 27,175 | $2.37M | 0.15% | −485−1.8% | Reduced |
| Petredis Investment Advisors LLC | 27,176 | $2.37M | 0.21% | +414+1.5% | Added |
| Evergreen Wealth Management, LLC | 27,208 | $2.37M | 1.33% | +306+1.1% | Added |
| HighPoint Advisor Group LLC | 27,229 | $2.37M | 0.13% | +510+1.9% | Added |
| Phoenix Wealth Advisors | 27,252 | $2.38M | 0.99% | −1,072−3.8% | Reduced |
| Alps Advisors Inc | 27,292 | $2.38M | 0.01% | −135−0.5% | Reduced |
| Royal Fund Management, LLC | 27,448 | $2.39M | 0.26% | −179−0.6% | Reduced |
| Aviso Financial Inc. | 27,551 | $2.40M | 0.11% | +966+3.6% | Added |
| LVW Advisors, LLC | 27,889 | $2.43M | 0.27% | +3,290+13.4% | Added |
| Fayez Sarofim & Co | 28,095 | $2.45M | 0.01% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 28,131 | $2.45M | 0.04% | +388+1.4% | Added |
| Meridian Investment Counsel Inc. | 28,158 | $2.45M | 0.67% | +772+2.8% | Added |
| Boston Family Office LLC | 28,312 | $2.47M | 0.16% | +1,917+7.3% | Added |
| MUFG Securities Americas Inc. | 28,425 | $2.48M | 0.21% | +5,727+25.2% | Added |
| Granite Group Advisors, LLC | 28,454 | $2.48M | 1.49% | +386+1.4% | Added |
| LGT Fund Management Co Ltd. | 28,520 | $2.49M | 0.22% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 28,524 | $2.49M | 1.08% | −501−1.7% | Reduced |
| Global Retirement Partners, LLC | 28,684 | $2.50M | 0.06% | +28,684 | New |
| Eventide Asset Management, LLC | 28,099 | $2.51M | 0.04% | +28,099 | New |
| Marks Group Wealth Management, Inc | 28,826 | $2.51M | 0.23% | −6,227−17.8% | Reduced |
| Callan Family Office, LLC | 28,883 | $2.52M | 0.08% | +20,433+241.8% | Added |
| Twin City Private Wealth, LLC | 28,699 | $2.52M | 2.06% | +979+3.5% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,980 | $2.53M | 1.78% | +50+0.2% | Added |
| A. D. Beadell Investment Counsel, Inc. | 29,245 | $2.55M | 1.94% | +250+0.9% | Added |
| Catalyst Capital Advisors LLC | 29,325 | $2.56M | 0.05% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 29,330 | $2.56M | 0.04% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 29,356 | $2.56M | 0.06% | +1,906+6.9% | Added |
| Verdence Capital Advisors LLC | 29,396 | $2.56M | 0.18% | +5,296+22.0% | Added |
| Garrett Investment Advisors LLC | 29,417 | $2.56M | 0.23% | +701+2.4% | Added |
| WCG Wealth Advisors LLC | 29,475 | $2.57M | 0.17% | +1,861+6.7% | Added |
| Fullcircle Wealth LLC | 28,816 | $2.58M | 0.96% | −489−1.7% | Reduced |
| Leelyn Smith, LLC | 29,655 | $2.59M | 0.42% | +663+2.3% | Added |
| Wolverine Trading, LLC | 30,074 | $2.59M | 0.07% | +10,574+54.2% | Added |
| Systematic Alpha Investments, LLC | 29,701 | $2.59M | 0.09% | 00.0% | Unchanged |
| JNBA Financial Advisors | 29,706 | $2.59M | 0.25% | +1,146+4.0% | Added |
| Drucker Wealth 3.0, LLC | 29,362 | $2.61M | 0.50% | −13,884−32.1% | Reduced |
| Intrepid Family Office LLC | 30,000 | $2.62M | 2.82% | −10,000−25.0% | Reduced |
| Citizens Financial Group Inc | 30,303 | $2.64M | 0.04% | +15,307+102.1% | Added |
| Palouse Capital Management, Inc. | 30,451 | $2.65M | 1.75% | +37+0.1% | Added |
| Cypress Capital, LLC | 30,469 | $2.66M | 0.77% | +11,684+62.2% | Added |
| NewEdge Wealth, LLC | 29,549 | $2.70M | 0.04% | +167+0.6% | Added |
| Voya Financial Advisors, Inc. | 31,396 | $2.70M | 0.27% | +945+3.1% | Added |
| ISAM Funds (UK) Ltd | 31,019 | $2.70M | 0.59% | +31,019 | New |
| Cohen Capital Management, Inc. | 31,102 | $2.71M | 0.44% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 30,874 | $2.71M | 0.12% | −2,040−6.2% | Reduced |
| J. Safra Sarasin Holding AG | 31,313 | $2.72M | 0.05% | −141,012−81.8% | Reduced |
| Brady Family Wealth, LLC | 31,584 | $2.75M | 0.85% | −813−2.5% | Reduced |
| Berkeley Capital Partners, LLC | 31,618 | $2.76M | 0.70% | +361+1.2% | Added |
| Transcend Wealth Collective, LLC | 31,738 | $2.77M | 0.21% | −28,606−47.4% | Reduced |
| TownSquare Capital, LLC | 31,934 | $2.78M | 0.27% | −289,717−90.1% | Reduced |
| Aptus Capital Advisors, LLC | 31,963 | $2.79M | 0.03% | +1,600+5.3% | Added |
| Empire Financial Management Company, LLC | 32,043 | $2.79M | 0.81% | +3,603+12.7% | Added |
| Monte Financial Group, LLC | 32,122 | $2.80M | 1.09% | +32,122 | New |
| EagleClaw Capital Managment, LLC | 32,247 | $2.81M | 0.42% | +2,037+6.7% | Added |
| Norden Group LLC | 32,297 | $2.82M | 0.31% | −1,272−3.8% | Reduced |
| Virginia Wealth Management Group, Inc. | 32,334 | $2.82M | 1.71% | +846+2.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 32,372 | $2.82M | 0.32% | +4,886+17.8% | Added |
| GeoWealth Management, LLC | 32,381 | $2.82M | 0.11% | −1,244−3.7% | Reduced |
| Uncommon Cents Investing LLC | 32,717 | $2.85M | 0.76% | +820+2.6% | Added |
| Autumn Glory Partners, LLC | 32,732 | $2.85M | 1.33% | −570−1.7% | Reduced |
| Caliber Wealth Management, LLC | 32,760 | $2.86M | 0.31% | −505−1.5% | Reduced |
| Appleton Partners Inc | 32,802 | $2.86M | 0.20% | −2,092−6.0% | Reduced |
| Oarsman Capital, Inc. | 32,826 | $2.86M | 0.45% | −507−1.5% | Reduced |
| King Luther Capital Management Corp | 32,827 | $2.86M | 0.01% | −737−2.2% | Reduced |
| Focus Financial Network, Inc. | 32,904 | $2.87M | 0.11% | −3,041−8.5% | Reduced |
| Fundamentun, LLC | 32,997 | $2.88M | 0.13% | +317+1.0% | Added |
| Gold Investment Management Ltd. | 32,882 | $2.91M | 1.09% | +531+1.6% | Added |
| Resonant Capital Advisors, LLC | 33,228 | $2.92M | 0.19% | +2,093+6.7% | Added |
| Catalytic Wealth RIA, LLC | 33,569 | $2.93M | 0.24% | +5,734+20.6% | Added |
| Sound View Wealth Advisors Group, LLC | 33,656 | $2.93M | 0.22% | +565+1.7% | Added |
| Diversify Advisory Services, LLC | 31,882 | $2.94M | 0.11% | +5,384+20.3% | Added |
| HBW Advisory Services LLC | 33,686 | $2.94M | 0.36% | −2,179−6.1% | Reduced |
| Everence Capital Management Inc | 33,790 | $2.94M | 0.19% | −9,160−21.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 33,899 | $2.95M | 0.15% | +9,151+37.0% | Added |
| Jupiter Asset Management Ltd | 34,122 | $2.97M | 0.02% | −2,008−5.6% | Reduced |
| Roberts Wealth Advisors, LLC | 34,152 | $2.98M | 0.86% | −358−1.0% | Reduced |
| Romano Brothers and Company | 34,223 | $2.98M | 0.37% | −800−2.3% | Reduced |
| Lynx Capital Group Ltd | 34,547 | $3.01M | 1.45% | −24−0.1% | Reduced |
| Argent Advisors, Inc. | 34,595 | $3.02M | 0.93% | +1,932+5.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 34,680 | $3.02M | 0.57% | +13,039+60.3% | Added |
| Wahed Invest LLC | 34,863 | $3.04M | 0.46% | +1,776+5.4% | Added |
| Groupama Asset Managment | 35,387 | $3.04M | 0.05% | −10,417−22.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 34,921 | $3.04M | 0.21% | −2,421−6.5% | Reduced |
| Summit Trail Advisors, LLC | 34,772 | $3.06M | 0.05% | +12,749+57.9% | Added |
| Dorsey & Whitney Trust CO LLC | 35,086 | $3.06M | 0.16% | −16,200−31.6% | Reduced |
| Raiffeisen Bank International AG | 35,671 | $3.07M | 0.05% | +16,791+88.9% | Added |
| NovaPoint Capital, LLC | 35,190 | $3.07M | 0.94% | +2,114+6.4% | Added |
| TCTC Holdings, LLC | 35,207 | $3.07M | 0.10% | −4,225−10.7% | Reduced |
| GF Fund Management Co. Ltd. | 35,262 | $3.07M | 0.06% | −263−0.7% | Reduced |
| Colrain Capital LLC | 35,240 | $3.10M | 2.39% | −3,560−9.2% | Reduced |